All member forms are in pdf format, which allows you to view and print an MTRS form in its original layout by using Adobe Acrobat Reader. Please note:

At this time, these forms cannot be submitted to us electronically (this is to ensure your security and because we need to have your original signature). To use a form, print it on letter-size white paper, complete it and then mail it to us at the address noted on the form.

If you have any difficulty accessing any of our downloadable forms, please send an e-mail to us at Geninfo@trb.state.ma.us.

2. Refund Application (for withdrawing or rolling over your MTRS account)Recommended process: If you leave active teaching service and wish to withdraw your funds, please walk through this step-by-step process. At the end of that process, you’ll be able to download the Refund application.

NOTE: To be eligible to purchase service (excepting Peace Corps service), at the time you submit your service purchase application, you must be a member in service with the MTRS. Generally, you are a “member in service” if you are: actively teaching; receiving Workers’ Compensation for total incapacity; on a sick leave; or, on an authorized unpaid leave of less than one year.

Recommended process: When you’re ready to retire, access our online benefit estimator and review the general retirement process. At the end of that process, you’ll be able to download a retirement application.

4. Direct Deposit Authorization Form
Use this to receive your payment via direct deposit to your bank account instead of by mailed check, or to change the bank account to which your benefit payment is directly deposited. For more information, see Direct deposit information.

5. Report of death of MTRS benefit recipient
Survivors of benefit recipients may use this form to report the death of a retiree or a person receiving a survivor benefit. For more information, see Report the death of a benefit recipient.